Altus Wealth Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
2,050
| – | – | 0.12% | 106 |
|
|
2025
Q1 | $258K | Sell |
2,050
-149
| -7% | -$18.8K | 0.12% | 111 |
|
|
2024
Q4 | $284K | Hold |
2,199
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $291K | Sell |
2,199
-169
| -7% | -$22.4K | 0.12% | 113 |
|
|
2024
Q2 | $286K | Sell |
2,368
-1,251
| -35% | -$151K | 0.14% | 109 |
|
|
2024
Q1 | $454K | Sell |
3,619
-1,481
| -29% | -$186K | 0.23% | 88 |
|
|
2023
Q4 | $593K | Sell |
5,100
-94
| -2% | -$10.9K | 0.33% | 74 |
|
|
2023
Q3 | $542K | Sell |
5,194
-39
| -0.7% | -$4.07K | 0.34% | 71 |
|
|
2023
Q2 | $575K | Sell |
5,233
-851
| -14% | -$93.5K | 0.35% | 72 |
|
|
2023
Q1 | $646K | Buy |
6,084
+84
| +1% | +$8.92K | 0.44% | 60 |
|
|
2022
Q4 | $632K | Buy |
+6,000
| New | +$632K | 0.48% | 57 |
|
|
2021
Q2 | – | Sell |
-166
| Closed | -$19K | – | 147 |
|
|
2021
Q1 | $19K | Hold |
166
| – | – | 0.02% | 141 |
|
|
2020
Q4 | $16K | Buy |
+166
| New | +$16K | 0.02% | 416 |
|